Position in CB
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$964,975
+$41,942 QoQ
Shares Held
2,832
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,104
of 2,131 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Segment Wealth Management, LLC holds $22,675,757 across 3 Insurance - Property & Casualty names. CB ranks #2 (4.3% of the industry book) .
All Filings in CB
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $964,975 | 2,832 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $923,033 | 2,832 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $883,923 | 2,832 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $799,332 | 2,832 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $820,487 | 2,832 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $829,566 | 2,747 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $260,550 | 943 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $271,951 | 943 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $240,540 | 943 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $244,359 | 943 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||